1. Map the route from a Watauga inquiry to a matter
Watauga is a municipality in Tarrant County, so your service area may involve a local page, a broader county audience or both. Those geographic relationships should be explicit in your intake design rather than treated as interchangeable. A visitor may submit a form from a Watauga-focused page, call from elsewhere in Tarrant County or arrive through another service page. Bosseo describes Automation as moving information from a website into a CRM and case-management system, with leads logged, tagged and routed. That makes the first review a route-mapping exercise: which entry points exist, what information each collects and where each inquiry should land.
Recommended approach
Bring every current Watauga and Tarrant County entry point to the consultation. Decide whether the same workflow applies to each one, whether geography should be recorded as an intake field and where a human must confirm service area or matter fit.
